SLI

Sumitomo Life Insurance Portfolio holdings

AUM $1.47B
1-Year Est. Return 20.66%
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.48M
3
+$1.33M
4
TXRH icon
Texas Roadhouse
TXRH
+$1.3M
5
COR icon
Cencora
COR
+$1.27M

Top Sells

1
+$3.88M
2
+$2.13M
3
+$1.46M
4
ABT icon
Abbott
ABT
+$1.4M
5
MCK icon
McKesson
MCK
+$1.33M

Sector Composition

1 Technology 19.04%
2 Financials 15.7%
3 Healthcare 14.88%
4 Consumer Discretionary 10.69%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$570K 0.07%
14,270
-8
252
$552K 0.07%
12,868
-116
253
$496K 0.06%
16,956
-208
254
$492K 0.06%
9,046
-11
255
$295K 0.04%
34,690
-14,200
256
$252K 0.03%
5,360
-5,000
257
$247K 0.03%
+17,021
258
$201K 0.02%
+9,500
259
$123K 0.01%
+3,300
260
– –
-9,939
261
– –
-19,797
262
– –
-69,936
7 8 9 10
11